Hear from
Private Wealth
Managers

Choosing a wealth manager is no small task. With many factors to consider, it’s critical to ask the right questions. Hear from wealth managers with the CFA® designation as they share their thoughts on the right skills and expertise to look for when making your choice.

In the Best Interest of Clients
Margaret K. Reid, CFA
Senior Portfolio Manager
The Private Bank at Union Bank

Asking the Right Questions
Sophie Palmer, CFA
Regional Director & Portfolio Management, Private Wealth Management
Jarislowsky Fraser

An Investor-First Ethos
Dan Fasciano, CFA
National Director of Portfolio Management
BNY Mellon Wealth Management

Depth and Breadth of Knowledge
Clark M. Blackman II, CFA
President & CEO
Alpha Wealth Strategies, LLC

Expertise Builds Confidence
Michael J. Firestone, CFA
Managing Partner
Fire Capital Management

What It Takes
Jennifer Garbowicz, CFA, CIPM
PRINCIPAL
SABLE TRUST

Integrating ESG into the Investment Process
Kathy Fazel, CFA
Vice President & Investment Counsellor
RBC PH&N Investment Counsel

The CFA CHARTERHOLDER Difference
Steve Curley, CFA
CHIEF INVESTMENT OFFICER AND PRINCIPAL
WATEROAK ADVISORS

A Foundation of Trust
Anish Chopra, CFA
Managing Director
Portfolio Management Corporation

Making a Difference for Clients
Élyse Léger, CFA
Vice President, Investment Counsellor
Fiera Capital

Investing for Happiness
Yves-Marc Courtines, CFA
Principal
Boundless Advice LLC

Transparency and Ethical Standards
Baie Netzer, CFA
Senior Vice President, Regional Investment Manager
Wells Fargo Wealth Management

Commitment to Clients
Leah Bennett, CFA
PRESIDENT
WESTWOOD WEALTH MANAGEMENT

The Earmarks of a CFA Charterholder
Gayle Buff, CFA
Founder & President
Buff Capital Management

A Stamp of Competency
Aradhana Gupta Kejriwal, CFA
Managing Partner
Practical Investment Consulting